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Prudential Financial

773 hedge funds and large institutions have $22.8B invested in Prudential Financial in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 315 increasing their positions, 261 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 261

1.25% more ownership

Funds ownership: 65.7%66.95% (+1.3%)

5% more call options, than puts

Call options by funds: $256M | Put options by funds: $243M

2% less funds holding

Funds holding: 791773 (-18)

12% less capital invested

Capital invested by funds: $25.9B → $22.8B (-$3.05B)

16% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 68

22% less funds holding in top 10

Funds holding in top 10: 2318 (-5)

Holders
773
Holders Change
-18
Holders Change %
-2.28%
% of All Funds
21.58%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.5%
New
57
Increased
315
Reduced
261
Closed
68
Calls
$256M
Puts
$243M
Net Calls
+$12.9M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
601
Hudock Inc
Pennsylvania
$228K +$1.34K +16 +0.5%
DWT
602
Dorsey & Whitney Trust
South Dakota
$225K -$3.61K -43 -1%
BB
603
Busey Bank
Illinois
$224K -$5.71K -68 -2%
BCA
604
Bray Capital Advisors
Florida
$224K
IH
605
IFC Holdings
Florida
$221K +$238K +2,835 New
WS
606
Wedbush Securities
California
$220K +$8.14K +97 +3%
TCM
607
TD Capital Management
Tennessee
$211K
BFM
608
Boothbay Fund Management
New York
$209K +$24.1K +287 +12%
PAM
609
PT Asset Management
Illinois
$209K +$230K +2,737 New
VFA
610
Voya Financial Advisors
Connecticut
$208K +$233K +2,778 New
MCWS
611
McKinley Carter Wealth Services
West Virginia
$203K -$12.8K -153 -5%
RCAG
612
Rehmann Capital Advisory Group
Michigan
$201K +$3.36K +40 +2%
GLI
613
Guardian Life Insurance
New York
$201K +$54.6K +651 +33%
MIC
614
MU Investments Company
Japan
$200K
AA
615
ALPS Advisors
Colorado
$193K -$2.29M -27,251 -10%
FMLI
616
Fukoku Mutual Life Insurance
Japan
$191K +$50.3K +600 +32%
JWA
617
JFS Wealth Advisors
Pennsylvania
$191K +$193K +2,296 +1,115%
JWM
618
Jacobus Wealth Management
Wisconsin
$186K
GWM
619
Gupta Wealth Management
California
$178K +$8.39K +100 +4%
NCMG
620
NCM Capital Management Group
North Carolina
$177K
CFA
621
CT Financial Advisors
Pennsylvania
$175K +$112K +1,337 +139%
WEC
622
Winslow Evans & Crocker
Massachusetts
$174K +$20.8K +248 +12%
BCP
623
Blue Chip Partners
Michigan
$170K +$76.7K +914 +69%
MSFP
624
Mark Sheptoff Financial Planning
Connecticut
$160K +$33.6K +400 +24%
CWM
625
Cranbrook Wealth Management
Michigan
$158K

PRU Hedge Fund Activity: Q3 2015 in Review

773 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2015, worth a combined $22.8B — down 12% from $25.9B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of PRU and 57 opened new positions — a net loss of 11 holders — while 261 trimmed existing stakes and 315 added.

The largest buyer was Ameriprise, adding an estimated $166M. The largest seller was Boston Partners, cutting an estimated $202M.

  • 773 institutional investors held Prudential Financial (PRU) as of Q3 2015, down from 791 in Q2 2015.
  • Funds reported $22.8B of Prudential Financial stock for Q3 2015, down 12% quarter-over-quarter.
  • 57 funds opened new Prudential Financial positions in Q3 2015 and 68 closed out, a net change of -11 holders.
  • The largest Prudential Financial buyer in Q3 2015 was Ameriprise, an estimated $166M added.
  • The largest Prudential Financial seller in Q3 2015 was Boston Partners, an estimated $202M sold.

Based on aggregated 13F filings for Q3 2015.